Ken Griffin
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Ken Griffin’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Ken Griffin’s Portfolio USMC Stock Details USMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.8M Buy
28,054
+6,854
+32% +$458K ﹤0.01% 6295
2025
Q4 		$1.45M Sell
21,200
-4,477
-17% -$306K ﹤0.01% 6583
2025
Q3 		$1.75M Buy
25,677
+1,675
+7% +$108K ﹤0.01% 6347
2025
Q2 		$1.5M Buy
+24,002
New +$1.4M ﹤0.01% 6255
2025
Q1 		– Sell
-9,520
Closed -$571K – 15622
2024
Q4 		$571K Buy
9,520
+4,356
+84% +$257K ﹤0.01% 8266
2024
Q3 		$294K Buy
+5,164
New +$283K ﹤0.01% 9377
2023
Q4 		– Sell
-10,923
Closed -$468K – 15300
2023
Q3 		$468K Buy
+10,923
New +$482K ﹤0.01% 8210
2023
Q1 		– Sell
-25,061
Closed -$904K – 15557
2022
Q4 		$904K Buy
+25,061
New +$907K ﹤0.01% 7004
2022
Q3 		– Sell
-32,961
Closed -$1.21M – 13659
2022
Q2 		$1.21M Buy
32,961
+9,381
+40% +$369K ﹤0.01% 6591
2022
Q1 		$1.01M Buy
+23,580
New +$988K ﹤0.01% 7672
2021
Q4 		– Sell
-8,671
Closed -$350K – 14801
2021
Q3 		$350K Buy
+8,671
New +$356K ﹤0.01% 10717
2021
Q2 		– Sell
-14,388
Closed -$531K – 14478
2021
Q1 		$531K Buy
+14,388
New +$520K ﹤0.01% 9549
2020
Q4 		– Sell
-37,592
Closed -$1.23M – 11551
2020
Q3 		$1.23M Buy
37,592
+11,007
+41% +$355K ﹤0.01% 5653
2020
Q2 		$799K Sell
26,585
-11,113
-29% -$322K ﹤0.01% 6240
2020
Q1 		$977K Buy
37,698
+6,114
+19% +$183K ﹤0.01% 5376
2019
Q4 		$989K Buy
+31,584
New +$951K ﹤0.01% 5589
2019
Q3 		– Sell
-22,305
Closed -$649K – 9778
2019
Q2 		$649K Sell
22,305
-2,894
-11% -$82.2K ﹤0.01% 6403
2019
Q1 		$708K Buy
+25,199
New +$679K ﹤0.01% 6197
2018
Q3 		– Sell
-13,834
Closed -$363K – 9708
2018
Q2 		$363K Sell
13,834
-9
-0.1% -$232 ﹤0.01% 6897
2018
Q1 		$353K Buy
+13,843
New +$368K ﹤0.01% 6474

Other funds holding USMC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $154M AUM
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Ken Griffin's USMC Position: Q1 2026 in Review

Ken Griffin increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 32% in Q1 2026, buying an estimated $458K and bringing the position to 28,054 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #6295.

Ken Griffin first reported a position in USMC in Q1 2018 and has held it in 20 quarters since. 87 funds tracked by Wall St. Rank hold USMC as of Q1 2026.

  • Ken Griffin held 28,054 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $1.8M as of Q1 2026.
  • Ken Griffin bought 6,854 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q1 2026, an estimated $458K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #6295 holding.
  • Ken Griffin first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q1 2018 and has held it in 20 quarters since.
  • 87 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.